Getting transactions in
Transactions arrive one of two ways:
- Bank feed — connect a client’s bank account through Plaid and transactions import automatically. Pick the connected account from the account selector in Transaction Coding.
- Smart Import — upload a CSV export of transactions and Assure Books brings them in.
Smart Import accepts CSV files only — scanned or PDF statements aren’t supported.
Next
- AI categorization — what happens to transactions once they’re in.
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